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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,487 | $75,962-53.3% | $154,108-77.0% | $64,173-44.7% |
| Participation rate | 97.6% | 70.4%+27.1pp | 83.0%+14.5pp | 69.6%+28.0pp |
| Annual return | -3.64% | 30.32%-34.0pp | 735.21%-738.8pp | 7.63%-11.3pp |
| Employer contribution / active EE | $1,971 | $3,350-41.2% | $5,298-62.8% | $2,381-17.2% |
| Participant deferral / active EE | $3,577 | $3,175+12.7% | $5,081-29.6% | $3,470+3.1% |
| Admin fee / account holder | $11,761 | $5,589+110.4% | $13,411-12.3% | $4,887+140.6% |